{"id":114,"date":"2024-06-27T10:15:13","date_gmt":"2024-06-27T10:15:13","guid":{"rendered":"https:\/\/www.daxrm.com\/help-center\/?p=114"},"modified":"2025-01-07T05:35:01","modified_gmt":"2025-01-07T05:35:01","slug":"how-to-create-projects","status":"publish","type":"post","link":"https:\/\/www.daxrm.com\/help-center\/how-to-create-projects\/","title":{"rendered":"How to Create Projects"},"content":{"rendered":"\r\n<p>1. <span style=\"font-weight: 400;\">To create a project, go to Accounts in the sidebar and select the account that you want to add a new project to. <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-471 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-01-1024x454.webp\" alt=\"\" width=\"1024\" height=\"454\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-01-1024x454.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-01-300x133.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-01-768x340.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-01-1536x681.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-01-2048x907.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-472 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-02-1024x485.webp\" alt=\"\" width=\"1024\" height=\"485\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-02-1024x485.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-02-300x142.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-02-768x364.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-02-1536x727.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-02-2048x970.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>2. <span style=\"font-weight: 400;\">In the Account dashboard, click on Projects in the toolbar at the top of the dashboard. <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-473 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-03-1024x467.webp\" alt=\"\" width=\"1024\" height=\"467\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-03-1024x467.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-03-300x137.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-03-768x351.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-03-1536x701.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-03-2048x935.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>3. <span style=\"font-weight: 400;\">Click on New Project in the top right. <\/span><\/p>\r\n\r\n\r\n\r\n<p>4. <span style=\"font-weight: 400;\">Input the project title and project manager. When creating a project from within an Account, you can also select a Project Template. This will create a project already populated with relevant tasks, which you can then customize.<\/span><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-475 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-04-1024x475.webp\" alt=\"\" width=\"1024\" height=\"475\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-04-1024x475.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-04-300x139.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-04-768x356.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-04-1536x712.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-04-2048x950.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\r\n\r\n\r\n\r\n<p>5. <span style=\"font-weight: 400;\">Once you have created the new project, it will appear beneath the Account dashboard toolbar. Click on the new project and you can begin to add or edit tasks.\u00a0<\/span><\/p>\r\n<p><b>List View<\/b><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-477 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-05-1024x497.webp\" alt=\"\" width=\"1024\" height=\"497\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-05-1024x497.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-05-300x146.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-05-768x373.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-05-1536x746.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-05-2048x994.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\r\n<p><b>Kanban View<\/b><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-478 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-06-1024x484.webp\" alt=\"\" width=\"1024\" height=\"484\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-06-1024x484.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-06-300x142.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-06-768x363.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-06-1536x726.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-06-2048x968.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">To find out more about creating Project Templates, <\/span><span style=\"font-weight: 400;\">click here<\/span><span style=\"font-weight: 400;\">. <\/span><\/p>\r\n","protected":false},"excerpt":{"rendered":"<p>To create a project, go to Projects in the sidebar and select New Project&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/114"}],"collection":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/comments?post=114"}],"version-history":[{"count":5,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/114\/revisions"}],"predecessor-version":[{"id":713,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/114\/revisions\/713"}],"wp:attachment":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/media?parent=114"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/categories?post=114"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/tags?post=114"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}